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How can I select from a list of line items?

Question asked by paulwatts on Apr 30, 2014
Latest reply on May 7, 2014 by erolst

Hi all.

I have a set of related tables "Customers", "Jobs", "Invoices". These are related as Grandparent, Parent and Child. I also have a table "Job Items" which is a child of the "Jobs" table.

My "Jobs" layout has a list of job items and prices which are entered via a portal on the layout. Each item and price is job specific, i.e. is NOT from a standard list of products/prices.

I want to be able to select (item and corresponding price) from this list when preparing my invoice (via the "Invoices" layout) thereby allowing me to invoice different sets of items on different invoices for the same job.

For the life of me, I cannot figure out how to do this. I have tried drop-down boxes and value lists and have tried every variation of relationships I can think of. Nothing seems to work.

Can you help me please?